3PL delivery order

Prerequisite

• You have integrated at least one delivery partner in this setting

Logistics or Delivery partner

• Order from Social CRM has been synced to Centralised Distribution and the order status is Pending

Confirmation process

The confirmation process for a Social CRM order on Centralised Distribution is consisted of 4 steps:

• Select order

• Initiate the confirming process

• Confirm order

• Print waybill

Step 1: Select an order to process

Click on a row on the list of order that contain an order you want to confirm to go to the order details page

Step 2: Check the order details and start confirming order

After you have verified all the information to be correct, click the blue confirm button (arrow up symbol) to initiate the confirmation process

If you are confidient with an order details being correct, you can quick confirm an order by selecting the confirm button on a row that contain an order from the order list. The result will be the same as step 2

Step 3: Input required information and confirm your decision

You will need to fill out the information required such as delivery method and the date and time frame for the delivery provider to pick up the item. Then click Confirm

Step 4: Print waybill (Optional)

Guidance on how to print an order waybill can be found at:

Print waybill